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Checking Deliveries

Introduction

This guide will help with navigating to the Deliveries page as well as a breakdown of what deliveries look like after being routing. A guide on how to set up routes can be seen on the Setting Up a Route page.

Navigating to Deliveries page

To reach the deliveries page

  1. Click on the 3 lines on the top left corner of the page to expand the side menu

  2. Then click on the dropdown arrow next to Fuel

  3. Click on Deliveries

Once on the page a table will generate with filters that shows all deliveries.

Deliveries Page

The Deliveries Report page shows deliveries that have been routed and are being delievered, have been delivered, are going to be delivered or haven't been delivered. The page will then generate based on the following filters

  • Date Range - Displays deliveries for the selected range
  • Fuel - Displays deliveries with the selected fuels
  • Route - Displays deliveries made on specific routes
  • Rate Checking - Filters based on the rates, clicking on show all will display all rates

Once the filters are set, the top of the page wil display Prices and Margins and will show a minimum, an Average and Max for both. Afterwards, the table that generates will show each delivery as a line item with the following columns

  • Date - Shows the date of the delivery
  • Driver - The driver that made or will make the delivery
  • Order - Shows the order number of the delivery for that route
  • Customer - Shows the Customer account and name
  • Tank - Shows the size of the tank
  • Price - Shows the price per gallon
  • Invoice - If an Invoice was generated
  • Margin - The profit made/will be made on the delivery
  • Expected - The expected delivery amount

The Following can be edited

  • Delivered - How much was actually delivered
  • Short - The amount short for the delivery
  • Cans - How many cans were delivered
  • Additives - how many additives were added to the delivery
  • Status - The Status of the delivery
  • Actions - Actions that can be taken including pricing the delivery and creating an invoiced if delivered

Each line item can be selected one at a time or in bulk and have the following actions taken on them

  • Price Selected - Clicking here will price all the selected line items rather just one at a time
  • Cover Sheets - Will export the information selected and create a Cover Sheet
  • Print Tickets - Will generate a ticket for the delivery and export

Ticket Pricing

Ticket pricing allows for the option to override the final price or to reprice a delivery ticket before it's invoiced. To reach the ticket reprice, click on the priced ammount per gallon under the Price column of Deliveries. This can only be done after a delivery has been initially priced. After clicking on the price, the Ticket Pricing popup will appear and shows the following

  • Rack Price - Shows the Rack Price for the fuel at the moment
  • Recommended Price - Shows the price recommended for the customer to be charged
  • Curent Margin - Shows the current profit that will be made from the delivery
  • Final Margin - Shows what the final profit will be made from the delivery
  • Final Price - Shows what the initial final price per gallon will be. If for any reason this needs to be overwritten, the price can be changed here. This will only be applied after clicking on Override Price
  • Go to Pricing for This System - Clicking here will pull up the customers pricing screen

Once finished, clicking on Override Price will add the new final price for the customers delivery if applicable. If a last minute change was made, on the customers account such as an added promotion, clicking on Reprice Ticket will reprice the ticket with the added promotion.

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